VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$971M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.27M
3
+$3.56M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$2.78M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.58M

Top Sells

1
+$25.3M
2
+$5.13M
3
+$4.32M
4
AMGN icon
Amgen
AMGN
+$3.95M
5
BK icon
Bank of New York Mellon
BK
+$3.8M

Sector Composition

1 Technology 8.65%
2 Industrials 5.42%
3 Healthcare 4.58%
4 Consumer Staples 4.38%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$286K 0.03%
1,450
+300
252
$286K 0.03%
3,325
-11
253
$284K 0.03%
6,015
-200
254
$279K 0.03%
4,587
-4,382
255
$279K 0.03%
+6,700
256
$275K 0.03%
+13,890
257
$273K 0.03%
2,899
258
$273K 0.03%
567
259
$273K 0.03%
+6,705
260
$267K 0.03%
1,542
-105
261
$264K 0.03%
1,786
-880
262
$262K 0.03%
583
-201
263
$259K 0.03%
+9,310
264
$256K 0.03%
7,192
+2,108
265
$252K 0.03%
5,010
-1,195
266
$251K 0.03%
2,002
-85
267
$247K 0.03%
10,285
+2,055
268
$246K 0.03%
5,390
-450
269
$245K 0.03%
1,686
-1
270
$243K 0.03%
+7,744
271
$243K 0.03%
2,122
-2,848
272
$241K 0.02%
4,274
+1,250
273
$239K 0.02%
6,017
-150
274
$239K 0.02%
3,335
+100
275
$238K 0.02%
3,511
-100
9 10
11
12 13